Portfolio Manager

Division: Beazley Shared Services

Reports To: As per Beazley's organisation chart

Key Relationships: Head of PMO, Project Managers & Delivery Leads, Group Head of Change, Head of Business Change, Business Stakeholders, Finance.

Job Summary: As the Portfolio Manager (PMO) within our Group-wide Portfolio Management Office (PMO), you will be instrumental in shaping and optimising our holistic change portfolio. In this role, you’ll establish and embed robust portfolio management processes, creating an environment that fosters successful portfolio delivery across the enterprise and showcasing delivery excellence. You will oversee delivery across the portfolio and provide transparent reporting. Your insights and data-driven analysis will be essential in supporting the prioritisation and informed decision making, promoting effective management and control throughout the portfolio. Additionally, you will ensure business-wide transparent reporting, providing stakeholders with clear visibility into portfolio progress and outcomes.

Key Responsibilities

• Support, coach, and educate stakeholders and delivery teams on the consistent application of business case frameworks, processes, procedures, and tools.
• Support program, project, and portfolio management services across assigned portfolios, including monitoring plans, managing financials, addressing risks and issues, overseeing dependencies (including resource demands), processing change requests, and tracking benefits.
• Conduct high-level checks by gathering, validating, and critically reviewing updates from Project Managers and Delivery Leads to ensure clear communication and address any data gaps.
• Apply a lessons-learned approach to capture and share insights that enhance project delivery and contribute to the continuous improvement of the Change Governance Model and related frameworks (e.g., VRF, CMF).
• Identify, assess, and proactively manage risks to minimise impacts on delivery and maximise project benefits.
• Identify and define interdependencies within projects, managing them with awareness of their potential impacts on the portfolio.
• Facilitate forums, such as Quarterly Business Reviews (QBRs), to improve visibility, communication, and alignment across related projects within the portfolio.
• Assist with budgeting and cost control in alignment with the Change Funding Model to maintain financial discipline across the portfolio.
• Conduct end-phase stage gate reviews as part of the Change Management Framework.
• Coordinate and produce reports using the PPM tool to support local and enterprise-level governance and informed decision-making.
• Work with the PMO team to drive the development of Capacity Management capability.
• Support ongoing resource allocation within portfolios, assisting stakeholders in identifying impacts of change and adjusting resources as needed, offering practical solutions to optimize internal SME resources.
• Identify shared needs and synergies across the portfolio, including SME capacity, dependencies, or support from related functions such as Procurement.
• Identify and address conflicts between portfolio priorities and business-as-usual requirements to ensure smooth and balanced portfolio execution.

General

It is important that within all your interactions both internally and externally you adhere to Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing – as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers.

We also expect Beazley employees to:

• Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the FCA and PRA Conduct.
• Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e‑learning or the learning management system.
• Display business ethics that uphold the interests of all our customers.
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas.
• This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system.
• These may include membership of any Beazley committees or working groups.

Personal Specification

Essential Criteria

• Change delivery methods (MSP, Prince2, SDLC, Scrum, SAFe).
• Programme, Project and Portfolio (P3M) and PMO theories and practice, including maturity models.
• Portfolio prioritisation, project pipelines/backlog processes.

Knowledge & Experience

• PMO experience, preferably in Financial Services/Insurance.
• Experience facilitating Quarterly Business Reviews (QBRs).
• Applications and tools (Office systems, MS Teams, PPM Tools (ideally Planview Adaptive Work), JIRA, Confluence).
• Portfolio prioritisation, project pipelines/backlog processes.
• Business operating models, metrics (OKRs, KPIs, etc.).
• Change delivery methods (MSP, Prince2, SDLC, Scrum, SAFe).
• Programme, Project and Portfolio (P3M) and PMO theories and practice, including maturity models.
• Typical financial processes (budgeting, forecasting, actuals, alignment with financial cycles).
• Service Management (e.g., ITIL).
• Corporate language and communication.

Competencies

• Ongoing Resource & Capacity Management.
• Benefits & Risk Management.
• Business Case development.
• Portfolio Prioritisation.
• Creation of change governance materials.
• Stakeholder Engagement & Change Control.
• Financial Management.
• Portfolio Monitoring, Management, & Planning.
• Frameworks & Processes Improvement, including Delivery Frameworks & Best Practices.
• Tooling & Data Insights/Reporting.
• Alignment with Change Services.
• Familiarity with Project Prioritisation processes.
• Experience with Change Governance methodology.